Licensed Customer Service Representative

The Juris Agency; Fuquay-Varina (NC); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

Hands on Training

Job summary

Allstate - The Wright Agency in Fuquay Varina, NC is seeking a full-time Account Manager with insurance industry experience to manage customer relationships and provide valuable options.

You will follow up with customers to ensure satisfaction, process policy changes, and support clients with claims and premium payments. A Property & Casualty license is preferred, with training to obtain licensure prior to start.

Qualifications

• Strong customer service and communication skills are essential.
• Ability to build rapport and understand customer needs.
• Capable of multi-tasking and following up with clients.
• Willingness to learn and be coached; positive attitude.

Responsibilities

• Process customer policy change requests.
• Secure all trailing documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Develop new Financial Services opportunities.
• Take premium payments from customers.
• Provide exceptional customer service and support.
• Provides on-going support to insurance clients as needed.

Skills

Customer service

Communication skills

Relationship building

Multi-tasking

Self-motivated

Job description

Put your skills to better use. Allstate - The Wright Agency in Fuquay Varina, North Carolina, is looking for an individual with experience in the Insurance industry to join our team as a Full-Time Account Manager. You will be responsible for managing customer relationships. Your ability to build rapport will be necessary as you work closely with your customers to understand their business and personal needs to offer valuable options. You will also be responsible for following up with customers to help ensure satisfaction. If you have proven experience as an account manager, we want to hear from you.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Evenings Off
• Career Growth Opportunities
• Hands on Training

Responsibilities

Process customer policy change requests.

Secure all Trailing Documents from customers.

Handle all incoming claim calls from customers and follow-up.

Complete Evidence of Insurance requests.

Develop new Financial Services opportunities.

Take premium payments from customers.

Provide exceptional customer service and support.

Provides on-going support to insurance clients as needed.

Requirements

A Property & Casualty license is preferred but will train good individual. Will need to obtain License prior to start of employment.

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Great Customer Service Skills.